Robotics is the marriage of precision engineering with the explosion of capacity in artificial intelligence. From driverless cars to heart surgery, we are on the cusp of a revolution.
Thematic investments
Choose from a range of pure-play solutions oriented toward the robust and forward-looking themes that will define the coming decades in investing and beyond.
Investment strategies
Cut through the short-term noise and focus on the big picture. Thematic investing is a way of concentrating on the salient developments of our time, from the march of technology and demographic changes to the global response to environmental challenges.
With our pure-play approach – by which 50% of a company’s revenues must be based on the theme – you gain focused and yet diversified exposure to some of tomorrow’s most compelling global trends.
As the world is ever more tightly woven into an interconnected web, new dangers appear and old risks intensify. The demand for security – physical, virtual and financial – is growing, as is the diverse industry that provides it.
Digitalization is revolutionizing the health care sector: with research and development contributing to breakthroughs that would previously have been unimaginable, it has the potential to markedly improve the quality of medical services and curb rising costs. Digital health is one of the fastest-growing segments in health care.
Edutainment is transforming the traditional approach to education into an immersive and personalized experience. It uses innovative services and disruptive technologies to provide children and adults with unprecedented access to quality learning resources worldwide, making the learning process more affordable and efficient.
New solutions that aim to tackle the most pressing environmental challenges are emerging every day. Investing in companies providing these solutions enables investors to fulfil their desire to accelerate the positive environmental transition and contribute to UN Sustainable Development Goals while earning attractive returns.
Our Thematic Equity strategies: Security and Safety, Robotics and Automation, Digital Health, Edutainment and Education Technology, Environmental Impact, and Infrastructure, are built around the belief that long-term structural forces of change are creating the potential for returns that other investment approaches might overlook.
LuxFLAG label
All of our thematic equity funds have been granted a LuxFLAG label. LuxFLAG is an independent international labelling agency that aims to promote the raising of capital for sustainable investment.
For more information, please visit the LuxFLAG website.
Investment possibilities
Get detailed information on our products and solutions for private and qualified investors.
Opportunities and risks
Reasons to invest
- Benefit from the opportunities generated by innovations and themes in global stock markets.
- With our unique approach to global stock selection, you benefit from risk-adjusted returns.
Potential risks
- Equity market returns can be volatile in the short term. Your client advisor will be happy to provide you with further information.
- Historical performance data and financial market scenarios are not reliable indicators of current and future results.
